Retirement plan guidance for Businesses
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our dedicated team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and your fiduciary responsibilities, as well as educate plan participants on their options.*
Having partnered with businesses of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to ensure your plan serves both your needs as a business, as well as those of your constituents. We work with many key financial institutions and administrators.
Your responsibilities are substantial, and without additional support your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to help ensure your retirement plan remains aligned with your company goals, always propelling you toward your corporate mission.
We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans.
SERVICES INCLUDE
- Consulting services
- 401(k) plans
- Profit sharing plans
- Simplified employee pensions (SEPs)
- Owner only/one-person 401(k) plans
- Cash balance plans
- Non-qualified executive pension plans
- ESOP
*As set forth in, and subject to, applicable agreements
